See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,117 | $77,314+151.1% | $177,989+9.1% | $80,856+140.1% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 12.10% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,821 | $2,292+23.1% | $3,949-28.6% | $2,755+2.4% |
| Participant deferral / active EE | $11,703 | $4,411+165.3% | $6,276+86.5% | $4,296+172.4% |
| Admin fee / account holder | $3,535 | $7,191-50.8% | $10,363-65.9% | $6,918-48.9% |